Documentation

S-Docs Advanced Customization

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Founded in 2010, the S-Docs team is led by a former Director and Technical Architect from Salesforce and is comprised of experts in Salesforce and document solutions. S-Docs is now used by thousands of global subscribers from all industries with a multitude of use cases, but they all share one key theme: The need for a powerful yet easy-to-use native solution. We are proud that they have made us the #1 native document generator and put us in the top 1% of all apps on the Salesforce AppExchange.

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Documentation

S-Docs Advanced Customization

Automation

Allow S-Docs Jobs and API calls to be run as Another user

Formatting

Configure a Multi-Page Table to Repeat Header on Each Page

Adding Dynamic Images Into Templates

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Merge

Insert SOQL Query Data as Merge Fields with Named Query Feature

S-Docs Runtime Prompts: Merge User Input with Documents at Runtime

Call Apex Classes in S-Docs Templates

Use Switch Statements in S-Docs Templates

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Related Lists

Using S-Docs Direct SOQL Feature for Related List

Filtering, Sorting, and Grouping your Related List

Create a Document for Each Record in a Related List

Writing A Query That Returns Distinct Records

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Integrations

Integrating S-Docs with Box

Connecting S-Docs with Amazon S3

Overview of S-Docs Google Drive Integration

Google Drive Integration Installation and Setup

Using Google Drive

Integrating with Adobe ESign

Integrating with DocuSign

General Solutions

S-Docs with Communities

Parameters for APEX Buttons and Calls

Generate a Component Template for Each Record in a List of Records

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